MANAGED SERVICE / CUSTOM SCOPE

Sent quotes get forgotten.

Keep proposals moving with approved reminders.

Setup from $2,000 · managed from $800/moCustom implementation

Starting estimate only. Exact scope and fees confirmed before approval.

THE PROCESS, MADE SIMPLE
01
Quote sentA proposal enters the flow
02
Reminder dueSystem flags next step
03
Reply trackedTeam gets the response
YOU END UP WITHQuote status workflow
HOW IT WORKS

Three steps. Nothing confusing.

You know what to send, what we do and what you receive.

01

Quote sent

A proposal enters the flow

02

Reminder due

System flags next step

03

Reply tracked

Team gets the response

EXACT SCOPE

Know what you're getting.

What we include, what we need from you, and where the project ends.

What you receive

  • Quote status workflow
  • Approved follow-up cadence
  • Reply and exception alerts
Included scope

Defined quote sources, audience and approval gates

What we need

  • Quote process
  • Approved timing and messages
Not includedNo unsolicited messaging or guaranteed conversions
READY FOR THE NEXT STEP?

Let's define your setup.

Tell us your tools and the problem. We confirm the scope, safeguards, timeline and any additional costs in writing.

Get a custom quote →